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Polaris Wealth Advisory Group’s New Oriental EDU Stock Holding History

Polaris Wealth Advisory Group’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-21,530
Closed -$3.27M – 190
2020
Q3 		$3.27M Buy
+21,530
New +$3.11M 0.31% 79

Other funds holding EDU

CC
Cederberg Capital London, United Kingdom $100M AUM 90.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Polaris Wealth Advisory Group's EDU Position: Q4 2020 in Review

Polaris Wealth Advisory Group sold out of New Oriental (EDU) in Q4 2020, closing a stake of 21,530 shares — an estimated $3.27M sold.

Polaris Wealth Advisory Group first reported a position in EDU in Q3 2020 and held it in 1 quarter. The position peaked at $3.27M in Q3 2020. 439 funds tracked by Wall St. Rank hold EDU as of Q4 2020.

  • Polaris Wealth Advisory Group reported no remaining New Oriental position as of Q4 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 21,530 New Oriental shares in Q4 2020, an estimated $3.27M.
  • Polaris Wealth Advisory Group first reported a position in New Oriental in Q3 2020 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's New Oriental position peaked at $3.27M in Q3 2020.
  • 439 funds tracked by Wall St. Rank held New Oriental as of Q4 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2020, filed 25 Jan 2021.